Portal Views

Screen management

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Tab Data source

Tab Visual component

List of standard data sources

The source types available in standard are described below.

AGD (Agenda)

This type of source corresponds to the CRM calendar.

No code is associated with it.

The setups which must be entered are used to define an inquiry date range.

• the Number of days before(the current date).
• the Number of days after(the current date).

Both are numerical expressions.

MLT (Multi-list)

This data source type corresponds to a group of selection lists (such as those found in a left list for an object).

A multi-list code is associated with it.

There is no other associated setup.

REQ (Request)

This data source type corresponds to a request, or a SQL request, identified by its code. Two additional setups are then defined :

• the first, named FRQ, defines the extraction frequency. The value, which can be selected in a list, goes from 1 (for each use) to 6 (the first time), going through intermediate levels such as 3 (every day). When using the data source, the last calculation date for the request is read to identify whether or not to recalculate before display as a function of the value of this setup.
• the second, named INITLEVEL, is useful for requests not defined in SQL. It is used to define the level of detail required for the request results display, when this uses breaks (Group column of the requestor). At level 1, only the sections whose level is equal to 1 are displayed along with the corresponding total columns (the others are returned empty). At level 2, the detail of the level 1 and 2 sections is given, plus the following.

STA (Statistic)

This data source corresponds to the display of a statistic, where the code is given. The following setups must be given :

• the company (CPY) and the site (FCY) on which the query is made (if an empty string is given, everything will be taken). These setups can be selected.
• the start and end dates for the two possible time intervals (DATDEB1 and DATDEB2, DATFIN1 and DATFIN2)
• the value of the criteria (1 to 8 maximum, named CRIT1 to CRIT8). The number of criteria for which a different value to the empty string is given defines the depth to which the statistic is displayed.

TRT (Process)

This data source type corresponds to the execution of a standard process, whose name is given. Parameters depending on the process can be requested (by default, it is the 4 standard setups named P1 to P4). The SUBAPSTRT process and the SUBAPSTRTI process document the fashion to create such a data source.

WEB (Web page)

This data source type corresponds to the display of a Web page whose address is evaluated from the URL setup, which must be defined.

List of the visual components available as delivered

The source types available as delivered are described below.

FAG (Instant Diary)

This visual component can only be associated with the CRM diary (AGD source). It displays in the form of a calendar, the fields coming from the diary with the interactions linked to the specificities of the CRM diary. The associated setups are :

•  the type of calendar (FCCTYPE), which values can be selected. The possible values ar 'XMONTH' (mensual calendar), 'XWWEEK' (weekly calendar), 'XDAY' (daily calendar).
• the column number of the fields of type action, chrono action,, start date, start hour, end hour, BP, contact, category, object, Actual flag These fields are displayed in the exact extraction order of the AGD data source ; it is therefore not normally possible to modify the default columns (1 to N) displayed with regard to these setups, except to exclude certain information from the display, in which case the value 0 will be entered in the column. For example this can be the case if the start date is equal to the end date or if the notion of time is not used.
• the indicator that defines if the calendar selector used to pass between one or other of these presentations is present (2=Yes, 1=No).

FCA (Calendar)

This visual component is used to display the dated events in the form of a visual calendar. It can only be used with the following data sources : process, request.

The associated setups are :

• the type of calendar (FCCTYPE), which values can be selected. The possible values are 'XMONTH' (mensual calendar), 'XWWEEK' (weekly calendar), 'XDAY' (daily calendar).
• the indicator that defines if the calendar selector used to pass between one or other of these presentations is present (2=Yes, 1=No).
• The column number of the data source indicating respectively the start date and hour and then the end date and hour. This information must not necessarily be entered, except for the start date, which is used to position the data on the calendar. It is possible to select directly the fields via right click if the associated data source is a request.
• the column number from the data source specifying the icon used to symbolize the event (fields are optional).

FGR (Instant graphics)

This visual component can be associated with the statistics (data source STA), with the requests (data sources REQ) or the processes (data source TRT). It presents one of the amounts arising from the data source in the form of a graphical representation, with as its title one of the character elements arising from the data source. The associated setups are :

• the type of graphic (FGGTYPE), which can be selected via right click in following list: 'XLINE' (graphic by line), 'XBAR' (graphic by bar), 'XAREA' (graphic by area ), 'XPIE' (graphic by sector).
• the numbers of the columns of the fields Value (FGCVAL) can be displayed. If there is only one column, it number is given directly, but if there are several, they must be in a character chain, divided by a semi-colon. Thus the result can be a syntax of type "4;7;3;8"
• the column number corresponds to the value displayed by default (FGCDEF). If this field is not entered, the first value is used.
• the column number of the field named (FGCLABEL) is displayed. It should be noted that with a STA source, the first amount is column number 3, column number 1 being the codes stored in the statistical aggregation table and column 2 being the title extracted from the table linked to this code (only these two columns can be used to enter FGCLABEL, but all the other columns are numeric in this case).
• the flags that define if the graph selector (FGCSELG) used to pass from one representation to another and the value selector (FGCSELC) for presenting one of the numeric columns present in the list of columns, are present (2=Yes, 1=No).

ML1 (Standard multi-list)

This visual component is used to display the data in the form of value lists (each of the lists being identified by a band, the action of clicking on the band triggers the display of the list contents). It is only used with the MLT type (multi-list) data sources and there are no setups.

On using this component, it will be noted that the under-lined fields that correspond to the principal keys of the listed records can be used via a single click, to tunnel to the corresponding record.

RE1 (Standard request)

This visual component is used to display the data in the form of a grid of values. It is only used with the data source of the type REQ (request) and it does not have setups.

Contrary to the more generic component TB1, it authorizes the unfolding of successive levels of the request from the level at which it is displayed (INITLEVEL setup), by clicking on the icon present on the grid title band.

On using this component, it will be noted that the certain fields can be under-lined. In this case, it is the principal keys linked to the on-line tables in the request. A single click on the field is then used to tunnel to the corresponding record.

ST1 (Standard request)

This visual component is used to display the data in the form of a grid of values. It is only used with the data source of the type STA (statistic) and it does not have setups.

Contrary to the more generic component TB1, it authorizes a zoom on the request lines from the level in which it is displayed (INITLEVEL setup), by clicking on an icon present in the grid title band.

On using this component, it will be noted that the certain fields can be under-lined. In this case, it is the principal keys linked to the on-line tables in the statistic. A single click on the field is then used to tunnel to the corresponding record.

TB1 (Standard grid )

This visual component is used to display the data in the form of grids. It can be used with the AGD (diary), REQ (request), STA (statistic) or TRT (process) data source types and there are no setups.

Contrary to the ST1 and RE1 components, it is not used to either zoom or unfold. It is therefore suitable when the data should be displayed in a list at a given level without allowing the display of any sub-detail even if it exists.

Specific Buttons

Error messages

The only error messages are the generic ones.

Tables used

Refer to documentation Implementation